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Triana R. Email & Phone Number

Investment Analyst - The Private Bank at PlainsCapital Bank
Location: Dallas, Texas, United States 8 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
PlainsCapital Bank
Role
Investment Analyst - The Private Bank
Location
Dallas, Texas, United States
Company size
1015 employees

Who is Triana R.? Overview

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Quick answer

Triana R. is listed as Investment Analyst - The Private Bank at PlainsCapital Bank, a with 1015 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Triana R..

Triana R. previously worked as Wealth Investment Analyst at Plainscapital Bank and Wealth Investment Analyst - The Private Bank at Plainscapital Bank. Triana R. holds Master Of Science - Ms, Finance, General from The University Of Texas At San Antonio.

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Email format at PlainsCapital Bank

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PlainsCapital Bank

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Profile bio

About Triana R.

Hi, my name is Triana, and I’m excited to connect with you on LinkedIn. I hold dual degrees in Marketing and Finance from the University of Texas at Brownsville, and I completed my Master’s in Finance from the University of Texas at San Antonio. I am currently working as an Investment Analyst for the Private Bank at PlainsCapital Bank, where I apply my passion for finance and strategic thinking.I’m eager to expand my experience in business consulting, investment banking, financial modeling, corporate valuation, and strategic planning. With strong proficiency in Excel, Morningstar, FactSet, Bloomberg Terminal, and CapitalIQ, I am a quick learner and ready to take on new challenges. I look forward to connecting with professionals who share my interests and exploring potential opportunities together. Thank you for connecting!

Current workplace

Triana R.'s current company

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PlainsCapital Bank
Plainscapital Bank
Investment Analyst - The Private Bank
Dallas, TX, US
Website
plainscapital.com
Employees
1015
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8 roles

Triana R. work experience

A career timeline built from the work history available for this profile.

Freelance Ecommerce Operations Specialist

Self-Employed

-Demonstrated expertise in ecommerce operations across leading platforms (Amazon, eBay, Depop, Mercari, Poshmark), optimizing inventory, shipments, and sales performance.-Upheld professionalism in customer relations, ensuring exceptional service quality and effective communication.-Strategically analyzed market trends, competitors, and pricing to optimize product supply and demand.-Managed marketing, supply, delivery, and logistics, swiftly resolving customer issues for high satisfaction.-Implemented pricing strategies and efficient shipping methods, maximizing profitability.-Enhanced product visibility and sales through targeted pricing reviews and accurate financial records.

Student Senior Analyst

The Investment Society

San Antonio, Texas, Us

-Conducted sector analysis of utilities and consumer staples using Bloomberg Terminal data.-Developed and implemented an effective stock screening model utilizing Bloomberg and CapitalIQ Excel plug-ins.-Incorporated financial metrics, analyst insights, and market outlooks to evaluate and analyze prospective stocks based on key indicators and market trends.

Jan 2022 - Dec 2022

Student Instructor - Excel For Finance And Financial Modeling

The Investment Society

San Antonio, Texas, Us

-Led weekly training sessions, both in-person and virtual via Zoom, for UTSA Investment Society members, teaching introductory financial modeling skills using Excel. -Covered Excel functions, regression analysis, financial forecasting methods, pivot tables, and company valuation methodology.

Jan 2022 - May 2022

Enterprise Project Management Office Business Analyst Intern

Hilltop Holdings

Dallas, Texas, Us

- Contributed to the Project Management Office's efforts to enhance PlainsCapital Bank's Trust Accounting System through the integration of new software to meet the increasing demands of its Private Wealth Management operations.- Conducted business analysis, including evaluating current processes, identifying opportunities for improvement, creating workflow process maps, tracking project progress, and collaborating with other business analysts and subject matter experts to develop models that align with best practices in project management.- Consolidated vendor responses concerning the Request For Proposal, which streamlined the evaluation and selection process for subject matter experts.

May 2022 - Jul 2022

Summer 2021 Virtual Global Exploration: Argentina - Fintech (Financial Technology)

Utsa College Of Business

San Antonio, Texas, Us

Came Pagos, a fintech company based in Argentina, offers a range of payment solutions to support the growth of entrepreneurs and small to medium-sized enterprises (SME). Engaged in a consulting project to introduce and market Came Pagos' new digital credit card to the SME market.

Jul 2021 - Jul 2021
Team & coworkers

Colleagues at PlainsCapital Bank

Other employees you can reach at plainscapital.com. View company contacts for 1015 employees →

MB Maricela Bazarte Maricela Bazarte Colleague at Plainscapital BankMcallen, Texas, United States View → JZ Julie Zitz Julie Zitz Colleague at Plainscapital BankAustin, Texas Metropolitan Area, United States View → MV Mark Voss Mark Voss Colleague at Plainscapital BankMcallen, Texas, United States View → KW Karen Wilson Karen Wilson Colleague at Plainscapital BankLubbock, Texas, United States View → PS Podi Stofel Podi Stofel Colleague at Plainscapital BankLubbock, Texas, United States View → KS Karen Sharp Karen Sharp Colleague at Plainscapital BankWeatherford, Texas, United States View → MB Maria Balcazar Maria Balcazar Colleague at Plainscapital BankDallas, Texas, United States View → VR Valerie Rodriguez Valerie Rodriguez Colleague at Plainscapital BankMercedes, Texas, United States View → DW Deandrea Wingo-Mitchell Deandrea Wingo-Mitchell Colleague at Plainscapital BankLittle Elm, Texas, United States View → CM Carlyn Mattson Carlyn Mattson Colleague at Plainscapital BankDallas-Fort Worth Metroplex, United States View →
3 education records

Triana R. education

Master Of Science - Ms, Finance, General

The University Of Texas At San Antonio

Bachelor'S Degree, Marketing

The University Of Texas Rio Grande Valley

Bachelor'S Degree, Finance, General

The University Of Texas Rio Grande Valley
FAQ

Frequently asked questions about Triana R.

Quick answers generated from the profile data available on this page.

What company does Triana R. work for?

Triana R. works for PlainsCapital Bank.

What is Triana R.'s role at PlainsCapital Bank?

Triana R. is listed as Investment Analyst - The Private Bank at PlainsCapital Bank.

Where is Triana R. based?

Triana R. is based in Dallas, Texas, United States while working with PlainsCapital Bank.

What companies has Triana R. worked for?

Triana R. has worked for Plainscapital Bank, Self-Employed, The Investment Society, Hilltop Holdings, and Utsa College Of Business.

Who are Triana R.'s colleagues at PlainsCapital Bank?

Triana R.'s colleagues at PlainsCapital Bank include Maricela Bazarte, Julie Zitz, Mark Voss, Karen Wilson, and Podi Stofel.

How can I contact Triana R.?

You can use AeroLeads to view verified contact signals for Triana R. at PlainsCapital Bank, including work email, phone, and LinkedIn data when available.

What schools did Triana R. attend?

Triana R. holds Master Of Science - Ms, Finance, General from The University Of Texas At San Antonio.

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